Andrew Thompson
Meta Wealth Advisory · Timonium, Maryland
Andrew Thompson is a fee-only financial advisor at Meta Wealth Advisory in Timonium, Maryland, who holds the CFP credential. Meta Wealth Advisory reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Meta Wealth Advisory |
|---|---|
| Based in | Timonium, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $172.1M across 333 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 4565928 |
| Exams passed | Series 63 (2003) · Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Andrew's firm compares
- Meta Wealth Advisory's average account is about $517,000, from its Form ADV (assets managed divided by 333 accounts).
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Questions about Andrew
Is Andrew Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Meta Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Meta Wealth Advisory, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrew Thompson based?
Andrew Thompson is based in Timonium, Maryland.
What credentials does Andrew Thompson hold?
Andrew Thompson holds the CFP credential.
Is Andrew Thompson registered with the SEC?
Yes. Andrew Thompson is registered as an investment adviser representative in MD (CRD 4565928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meta Wealth Advisory manage?
Meta Wealth Advisory reports $172.1M across 333 accounts in assets under management.
How do I contact Andrew Thompson?
Contact details aren't on file yet. Search for Meta Wealth Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Timonium
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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